Turn AgencyZoom client requests into Altoviz customers
Keep client setup moving by turning an incoming AgencyZoom request into an Altoviz customer record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Create a customer record for a company or an individual.
Why this helps
Copying client details between sales and billing systems creates duplicate work and delays invoicing.
- Create a billing customer when new client information arrives.
- Reduce repeated entry across sales and accounting.
- Surface missing details for follow-up instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an Altoviz customer from each incoming AgencyZoom client request, using only supplied details and reporting missing required information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and review the result.
Questions about this workflow
Does AgencyZoom provide a trigger event for this workflow?
No source trigger event is listed, so this workflow starts when an HTTP request reaches a Notis webhook.
Will Notis invent customer details that are missing?
No. The instruction asks Notis to use supplied information and report missing required details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Altoviz. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Altoviz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Product
Creates a new product.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact record.
Delete Product
Permanently deletes an existing product.
Create Customer
Create a customer record for a company or an individual.
Find Contact by Email
Finds a contact by email address.
Create Customer Family
Create a customer family to group and organize customers.
Find Customer by Email
Finds a customer by email address.
Find Product by Number
Finds a product by its product number.
Connect any two apps with Notis in the middle.
Agencyzoom and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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